Goelzer Investment Management’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-28,729
| Closed | -$2.71M | – | 205 |
|
|
2015
Q4 | $2.71M | Sell |
28,729
-12,131
| -30% | -$1.14M | 0.4% | 111 |
|
|
2015
Q3 | $3.65M | Sell |
40,860
-320
| -0.8% | -$28.6K | 0.58% | 66 |
|
|
2015
Q2 | $4.02M | Sell |
41,180
-65
| -0.2% | -$6.34K | 0.61% | 66 |
|
|
2015
Q1 | $3.36M | Sell |
41,245
-2,460
| -6% | -$200K | 0.51% | 87 |
|
|
2014
Q4 | $2.84M | Buy |
43,705
+22,780
| +109% | +$1.48M | 0.43% | 109 |
|
|
2014
Q3 | $1.1M | Buy |
+20,925
| New | +$1.1M | 0.18% | 137 |
|